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Wednesday links: tempted by drawdowns

RatesThe Treasury market is buying into a 'higher for longer' scenario. (c.....»»

Category: blogSource: abnormalreturnsApr 18th, 2024

Wednesday links: going all-in on a bad hand

StrategyHow you implement a commodities allocation matters. (morningstar.com)Two things you probably don't need to worry about, including index concentration. (awealthofcommonsense.com)Closed-end funds hav.....»»

Category: blogSource: abnormalreturnsApr 10th, 2024

Wednesday links: looking inward

MarketsA look back at Q1 .....»»

Category: blogSource: abnormalreturnsApr 10th, 2024

Crypto assets are not a "real investment" because their fundamentals are weak, says top ECB official

Crypto assets have "very weak fundamentals and are "subject to a lot of volatility," ECB VP Luis de Guindos told Bloomberg on Wednesday. European Central Bank Vice President Lui.....»»

Category: dealsSource: nytMay 19th, 2021

Wednesday links: lessons learned

MarketsEverything that worked last year isn't this year. (awealthofcommonsense.com).....»»

Category: blogSource: abnormalreturnsMay 19th, 2021

How to watch the first half of "The Handmaid"s Tale" season 4 on Hulu

The fourth season of "The Handmaid's Tale" premiered on April 28. New episodes will debut every Wednesday through June 16 exclusively on Hulu. If you buy through our links, we may earn money from affiliate partners. Learn more. "Th.....»»

Category: personnelSource: nytMay 12th, 2021

Wednesday links: a psychological minefield

MarketsInterest in SPACs and IPOs are way off their highs. (mrzepczynski.blogspot.com)2021 is looking to be the year of the stock buyback. (ft.com)Str.....»»

Category: blogSource: abnormalreturnsMay 12th, 2021

Wednesday links: paying for content

StrategyFive things to consider before selling a big winner, i.e. concentrat.....»»

Category: blogSource: abnormalreturnsMay 5th, 2021

Wednesday links: a special breed

AlternativesHow global stimulus killed the distressed debt opportu.....»»

Category: worldSource: nytApr 21st, 2021

Wednesday links: believing in Bitcoin

MarketsA lot of typical value names are showing up in momentum baskets. (ft.com)StrategyWhy you need to understand the difference between 'shallow risk' and 'deep risk.' (thefinancialbodyguard.co.....»»

Category: blogSource: abnormalreturnsApr 14th, 2021

"Volatility is your friend": A former Goldman Sachs hedge-fund boss says crypto investors should embrace bitcoin"s wild price swings - and explains why it"s one of the asset"s key features

"Without that volatility, you can't have compounded annual returns of 230%," said Raoul Pal. "Volatility is your friend in this occasion." Raoul Pal, c.....»»

Category: personnelSource: nytApr 11th, 2021

Wednesday links: a bubblicious question

MarketsHigh ISM Manu.....»»

Category: blogSource: abnormalreturnsApr 7th, 2021

Wednesday links: how to end a boom

Yield10-year Treasury yields are back to January 2020 levels. (ft.com)The muni market outperformed Treasuries in Q1. (bnnbloomberg.ca)Bull marketsHistorically stock market crashes have been.....»»

Category: blogSource: abnormalreturnsMar 31st, 2021

Wednesday links: starting sooner

MarketsStock market rotation is always happening, sometimes more dramatically than others. (ritholtz.com)Although less dramatic, the muni bond market experienced a big rebound in the past year. (morningstar.com)StrategyWhen stock market b.....»»

Category: blogSource: abnormalreturnsMar 24th, 2021

Tuesday links: an extraordinary rally

StrategyWhat you need to know about minimum volatility strategies. (theirrelevantinvestor.com)The stock market cares more about inflation than interest rates. .....»»

Category: blogSource: abnormalreturnsMar 23rd, 2021

Monday links: the power of inertia

StrategyHas the minimum volatility factor been fully exploited? (ft.com)How.....»»

Category: blogSource: abnormalreturnsMar 22nd, 2021

Wednesday links: a crucial role

MarketsA handful of secular trends are seemingly reversing all at the same time. (compoundadvisors.com)It's easier.....»»

Category: smallbizSource: nytMar 17th, 2021

Wednesday links: market crash severity

MarketsThe small cap comeback is more impressive than the value comeback. (blog.validea.com)Rising prices doth not a bubble make. (time.com)Interest rates aren'.....»»

Category: blogSource: abnormalreturnsMar 11th, 2021

Wednesday links: safe to say

StrategyA well-diversified portfolio allows you to survive any economic regime. (portfoliocharts.com)Why all the bubble talk is ultimately counterproductive. (capitalspectator.com)Our brains aren't designed for taking o.....»»

Category: blogSource: abnormalreturnsMar 3rd, 2021

: GameStop trading repeatedly paused as stock more than doubles on day

GameStop Corp. GME shares were paused repeatedly on volatility in the final hour of trading Wednesday as t.....»»

Category: topSource: marketwatchFeb 24th, 2021